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Home My WebLink About95-0319REV-1500 EX+ (7.94) x .? COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 Finley, Gladys E. ~~~~~~~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) W SOCIAL SECURITY NUMBER DATE OF DEATH W 266-02-2738 1/30/95 p (IF AP%ICAlIE) SURVIVING Si0U5f'S NAM! (UST, fINST AND MIDDLE INITIAu '++ < ®1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (for dates of death prior to 12-13-82) ~ ti =co ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required ,~ ~ (for dates of death after 12-12-82) ~ a oa ®6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 8. Tota l Number of Safe Deposit Boxes (Attach copy of Will) (Attach copy of Trust) A L ORR' PQND6IYCE' .. : _ N IQTNTIA!'TIl7C? F~ORMio~Tt'C>It~~EiioU ~ ~ ~ , . 3:Ctt~'~~ . '~. •. ~.. . ~:,f ># ::,. ~ ~':~ L. AME COMPLETE MAILING ADDRESS ~o James D. Bogar, Esquire 1 West Main Street ~ ~O ~~ TELEPHONE NUMBER Shiremanstown, PA C~11 ~ ~~`-~ ,~ t~1 ' ~ ~~' `^' 717 737-8761 ~- 1. Reol Estate (Schedule A) (1) -0- `~; 2. Stocks and Bonds (Schedule B) (2) -0 t~j 3. Closely Held StocklPartnership Interest (Schedule C) (3) -0- "" 4. Mortgages and Notes Rsceivoble (Schedule D) (4) -0 _ 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 428.00 -' " (Schedule E) --` z 6. Jointly Owned Property (Schedule F) (6) 33 , 351.81 ~ ~_ ~' S 7. Transfers (Schedule G) (Schedule L) (7) -0 a 8. Total Gross Assets (total Lines 1-7) 608 50 5 (g) 33, 779.81 . , 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) Expenses (Schedule H) 118.00 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 5,726.50 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate (line 8 minus Line 11) (l2) 28,053.31 -0- 13. Charitable and Governmental Bequests (Schedule J) (13) 14. Net Vclus Subject to Tax (Line 12 minus Line 13) (14) 28 , 053.31 15. Spousal Transfers (for dates of death after 6-30-94) ~ _0_ , .0_ See Instructions for Applicable Percentage on Reverse (15) Side. (Include values from Schedule K or Schedule M.) x._= _ 16. Amount of line 14 taxable at 6% rate (16) 28 ,-053.31 x .ob = 1, 683.20 (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 15% rate (17) -0- x .15 = _0- z (Include values from Schedule K or Schedule M.) o a 18. Principal tax due (Add tax from Lines 15, 16 and 17.) (1B) 1, 683.20 ~ 19. Credits Spousal Poverty Credit Prior Payments Discount Interest 1 683 20 o + 1, 599.04 + 84.16 _ (19) , . w 6 20. If Lins 19 is greater than Line 18, enter the difference on line 20. This is the OVERPAYMENT. (20) r ~^ 21. If Line 18 is greater than line 19, enter the difference on Line 21. This is the TAX DUE. (21) -0- A. Enter the interest on the balance due on Lins 21A. (21A) B. Enter the total of line 21 and 21A on Line 21 B. This is the BALANCE DUE. (21 B) -0- Make Chock Payable to: Register of Witte, Apenf Under penalties of perjury, I declare that I have examined this return, including accom it is true, correct and complete. I declare that all real estate has been reported at true based on all information of which preparer has any knowledge. ! statements, and to ihs bes ion of preparer other than 767 Springfield Ave., Apt. 19 ~ ~ l ~, FOR DATES OF DEATH AFTER 11/31191 CFFEC1di~Rl IF A SPOUSAL ^ + .- ` POVERTY CREDIT IS CLAIMED FILE N~ BER ~~ I ^ ~~//y' COUNTY CODE YEAR rnumcrc ennocet NUMBER 325 Wesley Drive fE OF BIRTH Bethany Village, Mechanicsburg 1/30/1898 co~~f„ lrl><nberland t my knowledge antl bsher, e personal representative is DATE ~~ ~~ ~ ~.L°-° DATE ~~~ , REK1308 E%+ (2.87) S C H E D U L E S CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS INHERRANCE TAX RETURN PERSONAL PROPERTY Please Print or RESIDENT DECEDENT Gladys E. Finley (Attach additional 8lRi" x il° sheets if more space is needed. REK1509 EX+ (12.88) COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETI)RN RESIDENT DKEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF I FILE NUMBER Gladys E. Finley Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. Patricia F. Guinivan 767 Springfield Ave., Apt. 19 Daughter Stam-it, NJ 07901 e. C. Jointly-owned property: ITEM NUMBE LFORR JOINT TENANT DATE JOANT DESCRIPTION OF PROPERTY TOTAL VALUE OF ASSET DECD'S % INT. DOLLAR VALUE-0F DECEDENT'S INTEREST ~. A N/A- Mellon Bank Checking 1,841.35 50~ $ 920.68 estim Account No. 162-352- ated 05.56, Principal 1988 Balance $1,840.48, accrued interest $.87 2. A 3/1/ Harris Savings Bank 6,807.57 50$ 3,403.79 94 C.D. Account No. 04- 56-247149, Principal Amount $6,788.64, accrued interest $18.93 3. A 3/23/ Harris Savings Bank 12,980.45 50~ 6,490.23 94 C.D. Account No. 04- 56-247172, Principal Amount $12,944.35, accrued interes~,- $36.10. This,,,iiccount is rollover--account, the initial account having been established more than 1 year prior to date of death. TOTAL (Also enter on line 6, Recapitulation) I $ CONTINUED (If more space is needed insert additional sheets of same size) SCHEDIILE F JOINTLY-OWNED PROPERTY (Continued) ESTATE OF FILE NUMBER GLADYS E. FINLEY LETTER TOTAL DOLLAR ITEM FOR DATE VALUE DECD'S VALUE OF NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF X INT. DECEDENT'S TENANT JOINT ASSET INTEREST A /1/94 First Federal of Narriaburg C.D. (45,074.24 50X 22,537.11 _.__ Account No. 0266149222, Principal Amount 444,953.98, accrued int,e~rrst 5120.24. This is a rollover eeount from 9/15/86. $33.351.81 ~`~ REV-1511 EX+ I7-BBI SCHEDULE H FUNERAL EXPENSES, COMMON~JVEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND IN RESIDENTEDECEDENTRN MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF FILE NUMBER Gladys E. Finley ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: ~. Myers Funeral Hanes, Inc. -Funeral and burial • $3,405.00 Mechanicsburg, PA 17055 2. Riverside Cemetary Canpany -Grave opening and closing and 635.00 Norristown, PA 19403 monument lettering B. Administrative Costs: 1. Personal Representative Commissions None Claimed. - _ Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees -James D. Bogar, Esquire - as per Agreement 937.50 3. Family Exemption None Claimed. Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees C. Miscellaneous Expenses: ~ Register of Wills -filing fee for Inheritance Tax Return and 25.00 Inventory. 2, Internal Revenue Service - 1994 Federal incane tax due 406.00 3, RESERVES: 4. Filing fee for Account and Statement of Proposed Distribution 200.00 and conclusion of estate. 5. 6. 7'. 8. C , ..~ TOTAL (Also enter on line 9, Recapitulation) $5, 608.50 (If more space is needed, insert additional sheets of same size.) REV•ISIS Ex+ ~t•v» SCHEDULE I COMMONWEAUMOfPENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RfTURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF Gladys E. Finley Please Print or (If more space is needed, insert additional sheets of same size.) ~ ~~ COMMONWEALTH OF PENNSYIVANiA INHERITANCE TAX RETURN SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Gladys E. Finley ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: t. Patricia F. Guinivan Daughter 75~ of rest, res 767 Springfield Avenue, Apt. 19 ~ and remainder Surlmit, NJ 07901 SSN 174-20-8710 2. Thanes W. Guinivan Grandson 12.5$ of rest, RR 2, Box 6300 residue and rema Fair Haven, VT SSN 145-40-6658 3. Stephen F. Guinivan Grandson 12.58 of rest, 16100 Vicie Avenue esidue and rema Belton, MO 64012 SSN 145-40-6689 ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR NUMBER SHARE OF ESTATE B. Charitable and Governmental Bequests: idu ind~ indl TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) I $ (If more space is needed, insert additional sheets of same size) ~ ~~.~t ~i11 ~tt~ C~Jr~Y~.nt~rt.t OF GLADYS E. FINLSY i, GLADYS E. FINLEY, of Lower Allen Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, together with any insurance policies thereon, as follows: (A) Seventy-Five percent (75~) thereof to my daughter, PATRICIA J. GUINIVAN, of New Providence, New Jersey, or her issue, per stirpes. (H) Twenty-Five percent (25!) thereof to my grandsons, THOMAS W. GUINIVAN and STEPHEN F. GUINIVAN, both of New Providence, New Jersey, or the survivor thereof, in equal shares. SECOND: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon ~~ such terms (including credit, with or without security) or . ~ conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. ~~~ (B) To partition, subdivide, or improve real estate and n ~}' Ito enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or ;J extinguish restrictions on real estate. ._ ~:~ (C) To compromise any claim or controversy and to abandon any property which is of little or no value. ~J f~~ r~ ~ ~~. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. THIRD: i direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the princi- pal of my residuary estate. FOURTH: All interests hereunder, whether principal or income, which undistributed and in the possession of the fiduci- aries acting hereunder, even though vested or distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, convey- 2 ance or anticipation. FIFTH: I nominate and appoint my daughter, PATRICIA J. GUINIVAN, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said Patricia J. Guinivan, I nominate and appoint the COMMONWEALTH NATIONAL BANK, of Shiremanstown, Pennsyl- vania, Executor of this, my Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with her duties as such in any jurisdiction in which she may be called upon to act insofar as I am able by law to do so. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this. 3:~' day of lir~~~' , 1987. 0 .L^ (SEAL) Gladys F nley Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 3